Adjust a Specific Payment Plan
4 min
when you open a specific payment plan docid\ ujfcwhsftbjhhpylzh8iw , you might have a need to edit or adjust that plan there are several options available collect payment from here, you can collect payment in credit , cash , or other forms for the plan void the payment plan once void is selected, you can then choose to refund or waive (not refund) the payments note once you void this payment plan, no future payments can be collected for this class please remove the attendee from the class if needed change payment method if a patron wishes to change their payment method and requests assistance, you can easily update it by clicking + add payment method and saving the new credit card payment process a refund if you need to refund all or part of a payment, you can do so in the payments section by selecting refund edit the payment date if you need to edit the payment date for any or all patrons, select edit date this will only affect this patron's plan, and no other plans modify a payment if you select modify for a specific payment, you will be able to waive that specific amount distribute that amount equally among the remaining payments pay that amount now, with the card on file remove items from the plan if you wish to remove items from the patron's plan, simply scroll down to the items section and select remove items note previous payments will not be automatically refunded the remaining balance will be recalculated only across upcoming payments you can manually refund previous payments